Featured 13F manager
Starboard Value LP
New York, NY 21 processed 13Fs on this site · 2021 Q3–2026 Q2
- $4.5B
- 20 Positions
- 2026 Q2
- −1.1% QoQ
- Top 5 54.2%
Portfolio
top 5 54.2% · top 10 84.2%
- IJH - Ishares Tr 15.1%
- QRVO - Qorvo 11.6%
- KVUE - Kenvue 11.5%
- DT - Dynatrace 8.6%
- AQN - Algonquin Power & Utilities 7.4%
- MTCH - Match Group 6.5%
- ACTG - Acacia Resh 6.3%
- RIOT - Riot Platforms 6.1%
- BILL 5.6%
- LW - Lamb Weston 5.5%
- KMX - Carmax 3.8%
- FLS - Flowserve 2.4%
- Other 9.6%
AUM over time
Book
| GDDY - Godaddy · CL A | 19.01% | Reduce −0.8% | 9,962,287 | $74.48 | $742M | −78,150 | −$12M |
| HUM - Humana | 10.48% | Reduce −5.0% | 841,000 | $486.52 | $409M | −44,000 | +$13M |
| CRM - Salesforce | 8.99% | Reduce −13.8% | 1,730,451 | $202.78 | $351M | −277,625 | −$73M |
| AQN - Algonquin Pwr Utils | 8.86% | Add +71.1% | 58,400,000 | $5.92 | $346M | +24,261,350 | +$64M |
| WIX | 8.74% | Reduce −1.8% | 3,716,000 | $91.80 | $341M | −69,000 | +$45M |
| GEN - Gen Digital | 8.43% | Reduce −1.6% | 18,608,904 | $17.68 | $329M | −305,890 | −$22M |
| ACM - Aecom | 6.15% | Reduce −23.6% | 2,889,000 | $83.04 | $240M | −892,000 | −$80M |
| ACTG - Acacia Resh | 5.72% | Add +205.6% | 61,123,595 | $3.65 | $223M | +41,123,595 | +$140M |
| IWN - Ishares Tr | 5.38% | Add +72.2% | 1,550,000 | $135.55 | $210M | +650,000 | +$83M |
| BLMN - Bloomin Brands | 5.25% | New | 8,341,000 | $24.59 | $205M | +8,341,000 | +$205M |
| VRT - Vertiv · CL A | 3.93% | Reduce −74.2% | 4,120,599 | $37.20 | $153M | −11,824,290 | −$242M |
| MRCY - Mercury Sys | 2.19% | Reduce −18.6% | 2,308,800 | $37.09 | $86M | −527,200 | −$12M |
| GDOT - Green Dot · CL A | 1.89% | Hold | 5,294,110 | $13.93 | $74M | — | — |
| ROG - Rogers | 1.84% | Reduce −29.5% | 545,519 | $131.47 | $72M | −228,481 | −$54M |
| IWR - Ishares Tr | 0.75% | Add +183.3% | 425,000 | $69.25 | $29M | +275,000 | +$18M |
| RBA - Rb Global | 0.40% | Hold | 251,163 | $62.50 | $16M | — | — |
| Spring Valley Acquistn · CLASS A | 0.23% | Hold | 850,000 | $10.76 | $9M | — | — |
| Israel Acquisitions · CLASS A | 0.14% | Hold | 500,000 | $10.56 | $5M | — | — |
| Holding · CLASS A | 0.10% | Hold | 375,000 | $10.63 | $4M | — | — |
| Alchemy Invts Acquisitn · CL A | 0.09% | Hold | 350,000 | $10.33 | $4M | — | — |
| Holding · CLASS A | 0.08% | Hold | 300,000 | $10.95 | $3M | — | — |
| Keen Vision Acquisition | 0.08% | New | 300,000 | $10.17 | $3M | +300,000 | +$3M |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2023 Q2
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| Splunk | 9.32% | Exit | 0 | $106.09 | $432M | −4,068,000 | −$432M |
| WTW - Willis Towers Watson | 2.59% | Exit | 0 | $235.50 | $120M | −508,880 | −$120M |
| Abcam | 2.43% | Exit | 0 | $24.47 | $112M | −4,593,000 | −$112M |
| Papa Johns Intl | 0.29% | Exit | 0 | $73.83 | $13M | −182,000 | −$13M |
| Liveperson | 0.23% | Exit | 0 | $4.52 | $11M | −2,360,000 | −$11M |
| CVLT - Commvault Sys | 0.19% | Exit | 0 | $72.62 | $9M | −122,000 | −$9M |
| Investcorp India Acquistn · CLASS A | 0.17% | Exit | 0 | $10.70 | $8M | −750,000 | −$8M |
| Knightswan Acquisition · CL A | 0.17% | Exit | 0 | $10.57 | $8M | −750,000 | −$8M |
| A Spac Ii Acquisition · CL A | 0.17% | Exit | 0 | $10.54 | $8M | −750,000 | −$8M |
| Holding · CLASS A | 0.14% | Exit | 0 | $10.49 | $7M | −639,252 | −$7M |
| Holding · CLASS A | 0.14% | Exit | 0 | $10.35 | $6M | −620,000 | −$6M |
| Global Blockchain Acqui | 0.14% | Exit | 0 | $10.44 | $6M | −600,000 | −$6M |
| Holding · CLASS A | 0.12% | Exit | 0 | $10.63 | $5M | −509,330 | −$5M |
| Jaguar Global Growth I · CLASS A | 0.11% | Exit | 0 | $10.58 | $5M | −500,000 | −$5M |
| Heartland Media Acquisition · CL A | 0.11% | Exit | 0 | $10.54 | $5M | −500,000 | −$5M |
| Futuretech Ii Acquisition · CLASS A | 0.10% | Exit | 0 | $10.69 | $5M | −450,000 | −$5M |
| Andretti Acquisition · CL A | 0.10% | Exit | 0 | $10.64 | $5M | −439,252 | −$5M |
| Holding · CLASS A | 0.08% | Exit | 0 | $10.58 | $4M | −350,000 | −$4M |
| Aimfinity Investment I | 0.07% | Exit | 0 | $10.47 | $3M | −300,000 | −$3M |
| Ftac Zeus Acquisition Cor · CLASS A | 0.05% | Exit | 0 | $10.43 | $2M | −210,250 | −$2M |
| M3 Brigade Acquisition Iii · CL A | 0.05% | Exit | 0 | $10.45 | $2M | −209,750 | −$2M |
| Ap Acquisition · CL A | 0.04% | Exit | 0 | $10.76 | $2M | −176,348 | −$2M |
| Infinite Acquisition · CL A | 0.04% | Exit | 0 | $10.57 | $2M | −168,200 | −$2M |
| OKLO - Altc Acquisition · CL A | 0.02% | Exit | 0 | $10.43 | $858K | −82,300 | −$858K |
| Chenghe Acquisition · CLASS A | 0.01% | Exit | 0 | $10.70 | $535K | −50,000 | −$535K |
Filings history
20 periods · normalized AUM · open a period for holdings
| Period | Holdings | AUM | QoQ | Form | Filed | Filing ID |
|---|---|---|---|---|---|---|
| 2026 Q2 | 22 | $4.5B | −1.1% | 13F-HR | 8/14/2026 | 000092189526002172 |
| 2026 Q1 | 26 | $4.6B | −13.4% | 13F-HR | 5/15/2026 | 000092189526001402 |
| 2025 Q4 | 22 | $5.3B | −0.7% | 13F-HR | 2/17/2026 | 000092189526000450 |
| 2025 Q3 | 20 | $5.3B | −7.9% | 13F-HR | 11/14/2025 | 000092189525003099 |
| 2025 Q2 | 25 | $5.8B | +4.9% | 13F-HR | 8/14/2025 | 000092189525002289 |
| 2025 Q1 | 22 | $5.5B | −0.5% | 13F-HR | 5/15/2025 | 000092189525001532 |
| 2024 Q4 | 22 | $5.5B | +17.5% | 13F-HR | 2/14/2025 | 000092189525000464 |
| 2024 Q3 | 20 | $4.7B | +9.5% | 13F-HR | 11/14/2024 | 000092189524002729 |
| 2024 Q2 | 20 | $4.3B | −11.3% | 13F-HR | 8/14/2024 | 000092189524001819 |
| 2024 Q1 | 23 | $4.8B | +0.7% | 13F-HR | 5/15/2024 | 000092189524001233 |
| 2023 Q4 | 28 | $4.8B | +23.2% | 13F-HR | 2/14/2024 | 000092189524000478 |
| 2023 Q3 | 25 | $3.9B | −15.7% | 13F-HR | 11/14/2023 | 000092189523002633 |
| 2023 Q2 | 48 | $4.6B | −6.7% | 13F-HR | 8/11/2023 | 000092189523001905 |
| 2023 Q1 | 2 | $24.6B | — | NEW HOLDINGS | 5/17/2023 | 000092189523001251 |
| 2023 Q1 | 104 | $5B | −4.9% | 13F-HR | 5/12/2023 | 000092189523001167 |
| 2022 Q4 | 148 | $5.2B | +14.7% | 13F-HR | 2/14/2023 | 000092189523000550 |
| 2022 Q3 | 177 | $4.5B | −17.3% | 13F-HR | 11/14/2022 | 000092189522003031 |
| 2022 Q2 | 183 | $5.5B | −27.0% | 13F-HR | 8/12/2022 | 000092189522002420 |
| 2022 Q1 | 170 | $7.5B | +4.5% | 13F-HR | 5/13/2022 | 000092189522001631 |
| 2021 Q4 | 136 | $7.2B | +32.1% | 13F-HR | 2/14/2022 | 000119380522000313 |
| 2021 Q3 | 66 | $5.5B | — | 13F-HR | 11/12/2021 | 000092189521002606 |
About
Starboard Value LP
21 processed 13Fs on this site · 2021 Q3–2026 Q2